Fed Holds Rates, Flags Rising Uncertainty
The Federal Reserve kept rates unchanged but struck a more cautious tone. A Pause Amid Uncertainty Job Market Stays Strong, But Economic Uncertainty Tempers Expectations for Quick Changes As expected by markets, the Federal Reserve kept its benchmark interest rate steady at 4.25%–4.5%, a level it has maintained since December. While the labor market remains […]
Weekly Outlook: Employment, Growth, and New Tensions
U.S. employment, inflation in Europe, and export rebounds in Mexico and China. Week of April 28 to May 2 Market Highlights Here’s a summary of the most relevant developments that influenced global markets this week: • United States 177,000 jobs were created in April, beating the 138,000 forecast. However, consumer confidence fell to its lowest level in […]
Strategy and diversification: The value of alternative assets
Discover how alternative assets strengthen portfolios in uncertain times. The strategic role of alternative investments In an increasingly dynamic economic environment, relying solely on traditional stocks and bonds can leave portfolios more exposed to concentration risk and market sensitivity. Alternative assets open opportunities to diversify, hedge against inflation, and enhance long-term resilience. How each asset […]
Global Challenges Mount as Markets Seek Stability
Strong U.S. sales and growth in China stand in contrast with ongoing trade tensions. Week of April 21–25 Market Highlights Here’s a summary of the most relevant developments that influenced global markets this week: United States Europe China Brazil Mexico In investing, adaptability in times of change isn’t just an advantage—it’s essential for uncovering new opportunities. […]
Market volatility in perspective: 5 ideas to stay on course
Key insights to stay focused and invest strategically in a changing environment. Market volatility in perspective: 5 key ideas The recent 90-day tariff pause has not eliminated uncertainty in the markets. While ups and downs continue, history reminds us that volatility is often temporary and that markets have a remarkable capacity to recover. Here are […]
Strong retail sales in the U.S. and growth in China contrast with ongoing trade tensions
Week of April 14–17 Here’s a quick look at the most relevant developments that shaped markets during this shortened week. United States Europe China Brazil Mexico Staying informed is key to understanding the ever-changing environment in which investments operate. IMPORTANT EVENTS – CALENDAR Monitor
Good news: Inflation drops more than expected
Inflation slowed in March and is moving closer to the Federal Reserve’s target. Key highlights from the report: The Consumer Price Index (CPI-U) fell 0.1% in March, marking a positive shift compared to the 0.2% increase in February. This decline reinforces the trend toward more controlled inflation amid a still-challenging monetary policy environment. The report […]
The U.S. imposes higher tariffs, impacting manufacturing and employment expectations.
U.S. Imposes Global Tariffs Week of March 31 – April 4 Here are the key events that influenced market sentiment this week: United States Europe China Brazil Mexico In times of volatility, it’s essential not to be swayed by short-term noise—discipline and patience create long-term wealth. Important events: Monitor
Earnings Season: Resilient Growth Amid Adjustments
S&P 500 earnings rise amid uncertainty. Key points from Q1 2025 earnings season By the end of Q1 2025, analysts have adjusted their earnings expectations. Although the estimated growth has dropped to 7.3% year-over-year from 11.7% at the end of December, the S&P 500 is still on track for its seventh consecutive quarter of expansion. […]
Inflation eases in Mexico and the United Kingdom, while trade tensions with the United States rise.
Week of March 24 to 28 Global markets in motion: Uncertainty in the U.S., recovery in Europe, challenges in China, and monetary adjustments in Mexico. Staying informed will help you better understand the current macroeconomic context. Important events in the coming weeks Monitor
